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Apple
AAPL

Overview Fund Activity

2,070 hedge funds and large institutions have $304B invested in Apple in 2013 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 814 increasing their positions, 819 reducing their positions, and 72 closing their positions.

Holders
2,070
Holders Change
+188
Holders Change %
+9.99%
% of All Funds
60.12%
Holding in Top 10
916
Holding in Top 10 Change
+143
Holding in Top 10 Change %
+18.5%
% of All Funds
26.6%
New
287
Increased
814
Reduced
819
Closed
72
Calls
$23.8B
Puts
$26.1B
Net Calls
-$2.26B
Net Calls Change
-$1.65B

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$2.6B
2
Morgan Stanley
2
Morgan Stanley
New York
$3.9B
3
Coatue Management
3
Coatue Management
New York
$846M
4
Citadel Advisors
4
Citadel Advisors
Florida
$894M
5
IC
5
Icahn Carl
Florida
$2.65B

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$708M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.26B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.36B
4
Citigroup
4
Citigroup
New York
$1.52B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1976
Bernzott Capital Advisors
California
$281K +$281K +14,000 New
CAW
1977
Cornerstone Advisors (Washington)
Washington
$278K – – –
MAS
1978
Madden Advisory Services
Florida
$276K +$155K +7,728 +128%
PM
1979
Penbrook Management
New York
$274K +$274K +13,664 New
SAM
1980
Shamrock Asset Management
Texas
$273K -$204K -10,192 -43%
BBPWM
1981
Blue Bell Private Wealth Management
Pennsylvania
$273K +$273K +13,608 New
WGCA
1982
Wolf Group Capital Advisors
Virginia
$271K +$271K +13,524 New
PIM
1983
Provident Investment Management
Michigan
$270K -$6.16K -308 -2%
EM
1984
Excalibur Management
Massachusetts
$269K – – –
DSA
1985
Davis Selected Advisers
Arizona
$268K +$3.93K +196 +1%
FPTW
1986
Franklin, Parlapiano, Turner & Welch
Texas
$266K – – –
PMG
1987
Private Management Group
California
$264K +$264K +13,160 New
DRGI
1988
del Rey Global Investors
California
$261K -$146K -7,280 -36%
PP
1989
Paloma Partners
Connecticut
$260K -$12.4M -617,736 -98%
PAMG
1990
Patton Albertson Miller Group
Tennessee
$258K +$258K +12,880 New
FNBSF
1991
First National Bank Sioux Falls
South Dakota
$255K – – –
CHFS
1992
Cobble Hill Financial Services
New Jersey
$252K -$16.6K -3,052 -6%
VC
1993
Vestor Capital
Illinois
$252K +$2.24K +112 +0.9%
CFSG
1994
Community Financial Services Group
Vermont
$251K – – –
DR
1995
Davis Rea
Ontario, Canada
$247K +$247K +12,320 New
CCA
1996
Conestoga Capital Advisors
Pennsylvania
$244K – – –
WCM
1997
Weston Capital Management
California
$241K – – –
SFI
1998
SPC Financial Inc
Maryland
$241K +$2.8K +140 +1%
AW
1999
Alpha Windward
Massachusetts
$238K -$11.8K -588 -5%
FGA
2000
Flood Gamble Associates
New York
$238K – – –
78 79
80
81 82